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Ametek
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Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
751
Stratos Wealth Partners
Ohio
$399K -$2.92K -15 -0.8%
AWA
752
Arkadios Wealth Advisors
Georgia
$394K -$25.7K -132 -6%
AW
753
Apricus Wealth
South Carolina
$394K – – –
FNBTCON
754
First National Bank & Trust Co of Newtown
Pennsylvania
$390K – – –
MAM
755
Morse Asset Management
Connecticut
$390K +$370K +1,900 New
JF
756
JMN Financial
Ohio
$389K +$369K +1,894 New
JSW
757
Journey Strategic Wealth
New Jersey
$385K +$19.7K +101 +6%
PS
758
Principal Securities
Iowa
$384K +$33.1K +170 +10%
CIA
759
Caerus Investment Advisors
Texas
$377K -$135K -694 -27%
GD
760
Grandfield & Dodd
New York
$376K -$134K -689 -27%
LS
761
Livforsakringsbolaget Skandia
Sweden
$374K – – –
FWIA
762
Fort Washington Investment Advisors
Ohio
$373K +$9.92K +51 +3%
PWPS
763
Pinnacle Wealth Planning Services
Ohio
$370K +$55.8K +287 +19%
DIM
764
Delta Investment Management
California
$370K +$389 +2 +0.1%
WAM
765
Wolverine Asset Management
Illinois
$370K +$350K +1,800 New
RAM
766
Ramirez Asset Management
New York
$369K – – –
BONST
767
Bank of Nova Scotia Trust
Ontario, Canada
$364K +$345K +1,771 New
FLPIM
768
F.L. Putnam Investment Management
Massachusetts
$361K +$22.8K +117 +7%
WBC
769
Westpac Banking Corp
Australia
$359K – – –
MWM
770
Moran Wealth Management
Florida
$358K -$152K -780 -31%
BTWM
771
Baker Tilly Wealth Management
Wisconsin
$357K +$14.6K +75 +5%
CIC
772
Chilton Investment Company
Connecticut
$351K +$26.7K +137 +9%
GFG
773
Greenberg Financial Group
Arizona
$348K +$330K +1,697 New
PP
774
PDS Planning
Ohio
$347K +$52.1K +268 +19%
PA
775
Pinnacle Associates
New York
$347K +$328K +1,688 New
29 30
31
32 33